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Clients like positive and optimistic IFAs.
  • August 7th, 2018
  • 0
Make sure you and client respect each other at the same level.
  • August 3rd, 2018
  • 0
A client is profitable only when you hold him for long term.
  • August 2nd, 2018
  • 0
Before you deal with a so called good client, make sure he is a good person.
  • July 25th, 2018
  • 0
Be active in client servicing. Be passive in portfolio churning.
  • July 16th, 2018
  • 0
Too much analysis is injurious to client’s portfolio.
  • July 13th, 2018
  • 0
MFDs need to practice only one thing. Be client centric.
  • July 6th, 2018
  • 0
References are key to growth of business. Serve your clients well.
  • July 5th, 2018
  • 0
Clients are generally risk averse. Don’t oversell risk.
  • July 2nd, 2018
  • 0
Integrity was, is and will always be the first requirement in managing clients money.
  • June 25th, 2018
  • 0

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